Studies show that many people in retirement make poor investment decisions that end up costing them dearly. Missing information, misconceptions, outdated information, opinions and critical missing facts can literally cost them thousands of dollars – not just in one year, but every year going forward until changes are made.
The good news is, though, that
YOU HAVE OPTIONS!
Oftentimes, those giving you advice are focused on selling you various investment products and what can end up happening is an accumulation of a hodge-podge of investments that have no specific purpose or objective. This is where the trouble begins and it may cost you through unmanaged taxes, unmanaged- and poorly-chosen income sources and an undue amount of investment risk exposure.
It’s in our eye-opening meetings where our clients learn to ask the must-know questions first, before ever making an important financial decision. So what are some of those questions?
They’re questions like:
- Have you adequately – and thoroughly – reviewed my personal financial situation to make sure your recommendations are in my best interest?
- How will your recommendations affect my tax plan each year and what future tax issues may concern me?
- How will your plan affect my income and liquidity needs in the future?
- How does your plan match up with my risk comfort level?
- How will your plan affect the transition of my estate to my heirs?
Meet With Us Today
We can help you answer your questions and put you on the path to a successful retirement.
As independent financial advisors and fiduciaries, we’re able to tailor plans to meet your needs and our services include:
- Social Security maximization strategies
- Retirement income planning
- Asset protection
- Wealth distribution
- Tax planning
- Investment planning
- Legacy planning
- Retirement plan rollovers and conversions
[401(k)s, 403(b)s, IRAs, Roths, etc.]
As a way of giving back to our community and teaching the public about important retirement-related topics, we also host complimentary events around the metro-Phoenix valley.
Tim Van Houten, Founder and President
Timothy T. Van Houten is a third-generation native to the Phoenix area and has been in the financial investment industry since 1994. Tim has partnered with top elder planning attorneys (both local and out of state) to help deliver valuable information to his clients, based on sound legal advice and conservative, asset protection principles.
Tim is an Ed Slott-trained IRA specialist and has extensive training and education regarding issues facing retirees. His firm, Van Houten & Associates, is a member of the Arizona Better Business Bureau. Tim himself is a graduate of Arizona State University and lives in central Phoenix. He is also a fiduciary and a National Social Security Advisor (NSSA).
Request a complimentary meeting with Tim today.
